Dakota James Mathews

Strategic Advisers LLC

Salt Lake City, UT

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-03-04
TX	RA	APPROVED	2026-03-03

UT RA
APPROVED

Since 2026-03-04
TX RA
APPROVED

Since 2026-03-03

Branch Locations

Herriman, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Uheaa	Salt Lake City	UT	12/2017	10/2021
Podium	Lehi	UT	10/2021	11/2023
Discover Financial Services	West Valley City	UT	05/2015	11/2017
Unemployed	Herriman	UT	12/2023	06/2024
Fidelity Investments	Salt Lake City	UT	07/2024	Present

12/2017 → 10/2021

Uheaa

Salt Lake City, UT
10/2021 → 11/2023

Podium

Lehi, UT
05/2015 → 11/2017

Discover Financial Services

West Valley City, UT
12/2023 → 06/2024

Unemployed

Herriman, UT
07/2024 → Present

Fidelity Investments

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-02
S63	Uniform Securities Agent State Law Examination	2025-01-27

S66 Uniform Combined State Law Examination

2026-03-02
S63 Uniform Securities Agent State Law Examination

2025-01-27

Other Names

Dakota J Mathews
Dakota Mathews

View on SEC IAPD

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